-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Robert Roland (CRD# 2563769) is an Investment Advisor Representative working at Lpl Financial LLC in Tarrytown, NY and has over 28 years of experience in the finance industry.
Peter Ruvolo (CRD# 2485341) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tarrytown, NY and has over 29 years of experience in the finance industry.
Leonard Sander (CRD# 1466834) is an Investment Advisor Representative working at Lpl Financial LLC in Tarrytown, NY and has over 37 years of experience in the finance industry.
Maydenise Santiago (CRD# 5290737) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Tarrytown, NY and has over 17 years of experience in the finance industry.
Lester Satlow (CRD# 4548345) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has 1 year of experience in the finance industry. Lester Satlow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Savey (CRD# 2941302) is an Investment Advisor Representative working at Onyx Bridge Wealth Group LLC in Tarrytown, NY and has over 25 years of experience in the finance industry.
Paul Smith (CRD# 1313974) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Tarrytown, NY and has over 39 years of experience in the finance industry.
Lesley Sommers (CRD# 1043841) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tarrytown, NY and has over 37 years of experience in the finance industry. Lesley Sommers has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tobias Tolino (CRD# 4228477) is an Investment Advisor Representative working at Clarfeld in Tarrytown, NY and has over 11 years of experience in the finance industry.
Paul Tramontozzi (CRD# 4709307) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Tarrytown, NY and has over 19 years of experience in the finance industry. Paul Tramontozzi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.